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NorthRock Partners’s Southern Company SO Stock Holding History

NorthRock Partners’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.1M Buy
21,955
+1,974
+10% +$186K 0.03% 214
2026
Q1 		$1.93M Sell
19,981
-476
-2% -$44K 0.03% 214
2025
Q4 		$1.78M Sell
20,457
-4,966
-20% -$453K 0.03% 207
2025
Q3 		$2.41M Buy
25,423
+6,356
+33% +$593K 0.04% 189
2025
Q2 		$1.75M Sell
19,067
-214
-1% -$19.2K 0.05% 146
2025
Q1 		$1.77M Buy
19,281
+832
+5% +$72K 0.06% 129
2024
Q4 		$1.52M Buy
18,449
+267
+1% +$23.4K 0.05% 145
2024
Q3 		$1.64M Sell
18,182
-515
-3% -$44K 0.05% 141
2024
Q2 		$1.45M Buy
18,697
+800
+4% +$60.6K 0.05% 148
2024
Q1 		$1.28M Sell
17,897
-985
-5% -$68K 0.05% 165
2023
Q4 		$1.32M Buy
18,882
+9,834
+109% +$675K 0.06% 160
2023
Q3 		$586K Buy
9,048
+474
+6% +$32.9K 0.06% 135
2023
Q2 		$602K Sell
8,574
-849
-9% -$60.9K 0.07% 119
2023
Q1 		$656K Sell
9,423
-358
-4% -$24.1K 0.07% 121
2022
Q4 		$698K Sell
9,781
-625
-6% -$41.8K 0.08% 121
2022
Q3 		$708K Sell
10,406
-5,013
-33% -$380K 0.08% 107
2022
Q2 		$1.1M Sell
15,419
-1,397
-8% -$103K 0.11% 86
2022
Q1 		$1.22M Sell
16,816
-3,930
-19% -$266K 0.11% 84
2021
Q4 		$1.42M Sell
20,746
-309
-1% -$19.7K 0.11% 77
2021
Q3 		$1.3M Sell
21,055
-943
-4% -$60.7K 0.11% 75
2021
Q2 		$1.33M Buy
21,998
+568
+3% +$36.3K 0.11% 71
2021
Q1 		$1.33M Sell
21,430
-2,614
-11% -$157K 0.12% 69
2020
Q4 		$1.48M Sell
24,044
-896
-4% -$53.9K 0.15% 62
2020
Q3 		$1.35M Sell
24,940
-4,973
-17% -$266K 0.15% 62
2020
Q2 		$1.55M Buy
29,913
+408
+1% +$22.7K 0.18% 56
2020
Q1 		$1.6M Sell
29,505
-6,445
-18% -$408K 0.22% 55
2019
Q4 		$2.29M Buy
35,950
+13,669
+61% +$847K 0.24% 62
2019
Q3 		$1.38M Buy
+22,281
New +$1.29M 0.19% 72

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NorthRock Partners's SO Position: Q2 2026 in Review

NorthRock Partners increased its Southern Company (SO) stake by 9.9% in Q2 2026, buying an estimated $186K and bringing the position to 21,955 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #214.

NorthRock Partners first reported a position in SO in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q3 2025. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • NorthRock Partners held 21,955 shares of Southern Company worth $2.1M as of Q2 2026.
  • NorthRock Partners bought 1,974 Southern Company shares in Q2 2026, an estimated $186K.
  • Southern Company made up 0.03% of NorthRock Partners's portfolio in Q2 2026, its #214 holding.
  • NorthRock Partners first reported a position in Southern Company in Q3 2019 and has held it in 28 quarters since.
  • NorthRock Partners's Southern Company position peaked at $2.41M in Q3 2025.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.